Accounting & Finance Coordinator

Lake Worth Beach , United States
full-time

AI overview

This role involves processing customer contracts and managing financing applications while ensuring accurate record-keeping and timely follow-ups with clients.

Florida Window & Door is seeking a detail-oriented Finance Specialist to join our Accounting and Operations Department. This position is responsible for processing new customer contracts, managing financing applications, and maintaining accurate records in multiple systems.

Requirements

Key Responsibilities:

  • Enter new contracts into 360 and verify all information is correct in both 360 and on the financing website.
  • Process Contract Change Orders, adjusting contract and loan information in 360 and on the financing website.
  • Handle Contract Cancellations, ensuring all necessary updates are completed accurately.
  • Perform daily follow-ups with customers to help them apply for and sign financing documents, and ensure financing is completed.
  • Issue 14-day letters to customers as required.
  • Process all pending contracts and facilitate financing for customers.
  • Create and organize new customer folders.
  • Update the Sales Rep spreadsheet as needed.
  • Run credit card deposits as needed.
  • Maintain the Rehash Director’s cancellation spreadsheet with up-to-date information.
  • Respond to daily emails and customer inquiries in a professional and timely manner.

Qualifications:

  • 4–5 years of experience in contract processing, finance, or administrative support (construction or home improvement industry preferred).
  • Strong attention to detail, accuracy, and follow-through.
  • Proficiency in QuickBooks, Microsoft Excel, CRM systems (360 preferred), and online financing platforms.
  • Excellent communication and organizational skills.
  • Ability to handle multiple priorities and meet deadlines in a fast-paced environment.

Benefits

Full-time, Monday–Friday

Benefits: Health insurance, paid time off, growth opportunities

Perks & Benefits Extracted with AI

  • Health Insurance: Health insurance
  • Growth opportunities: growth opportunities
  • Paid Time Off: paid time off

What we do and why you should come work for us Florida Window & Door is one of the leading window and door replacement companies in Florida and is currently ranked the 20th largest remodeling company in the nation per Qualified Remodeler. We have experienced tremendous growth over the last three years, growing to more than $100mm in annual sales. Working at Florida Window & Door, you can expect excellent benefits, a collaborative work environment, and a career with advancement opportunities as we strive to promote from within first.

View all jobs
Get hired quicker

Be the first to apply. Receive an email whenever similar jobs are posted.

Ace your job interview

Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.

Finance Coordinator Q&A's
Report this job
Apply for this job